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Industry Guide
Buying a Financial Advisory / Wealth Mgmt: What Buyers Need to Know
Benchmarks, valuation norms, and a free BAS calculator for Financial Advisory / Wealth Mgmt acquisitions.
Financial Advisory / Wealth Mgmt — Industry Benchmarks
EBITDA Margin (Low)30%
EBITDA Margin (High)45%
Acquisition Multiple (Low)4x
Acquisition Multiple (High)7x
Minimum DSCR1.3x
Industry Risk Score8/10 — Low Risk
What makes a good Financial Advisory / Wealth Mgmt acquisition? Look for margins at or above 45%, a purchase multiple below 7x, and a DSCR comfortably above 1.3x. A risk score of 8/10 (low risk) means this sector tends to have stable, recurring demand — a positive for acquisition buyers.
Calculate BAS for a Financial Advisory / Wealth Mgmt
Industry: Financial Advisory / Wealth Mgmt
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